Overview
Connect to your SMB customers' banking data through our partner providers
Our integrations with Plaid and TrueLayer enable you to retrieve up-to-date account and transaction data from your SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. customers' banks.
Banking sandbox
For testing and evaluation, you can use our Banking Sandbox integration to explore the data you can work with. This doesn't need any setup apart from enabling the integration itself.
Access additional banking data through proxy
You can access additional banking data types through a proxy.
Set up a banking integration
You can choose to enable:
You'll need to register with your chosen provider before you can access banking data from their platform via our integration.
Banking integrations in the authorization flow
You should only enable one of the banking integrations at a time. This ensures optimal use of LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat., as each integration is represented differently in the auth flow. Combining multiple approaches may confuse users and lead to reduced auth completion rates.
- Plaid integration appears pre-selected for the user, and they are able to select the correct bank account once they continue linking to Plaid.
- TrueLayer integration appears in the auth flow as a set of banks that it supports, ready for the user to choose.
Platform keys
Each integration has a unique 4-character key that identifies it in our APIsAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms.. For reference, a list of all banking integration platform keys can be found below:
| Platform name | Platform key |
|---|---|
| Plaid | suuo |
| TrueLayer | upvr |